See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,492 | $144,119-16.4% | $117,854+2.2% | $147,584-18.4% |
| Participation rate | 80.0% | 83.4%-3.4pp | 79.7%+0.3pp | 82.8%-2.8pp |
| Annual return | 12.33% | 531.15%-518.8pp | 335.08%-322.7pp | 578.55%-566.2pp |
| Employer contribution / active EE | $3,305 | $4,896-32.5% | $3,786-12.7% | $4,876-32.2% |
| Participant deferral / active EE | $9,284 | $5,316+74.6% | $4,482+107.1% | $5,439+70.7% |
| Admin fee / account holder | $10 | $10,886-99.9% | $8,020-99.9% | $10,885-99.9% |